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Built for
Security Guarding and Facility Management CRM
Proposal to renewal
Sites, supervisors and contracts on one record
Positioning Assessment
Security and facility companies win commercial contracts through detailed proposals, then deliver through guards, supervisors and site visits. Renewals are lost when the client feels nothing happened, and problems are missed when site reports sit on paper.
In Triostack CRM, each commercial proposal records the site, the posts, the shift pattern and the price, with its follow-up and decision. Once won, the contract is tied to the client's sites. Inspection logs are filled for each site visit with the date, the findings and photos, and a supervisor call log shows who was spoken to and what was raised. Recurring service contracts store the term, the billing cycle and the renewal date, with a reminder well ahead of expiry so the renewal conversation starts early.
“At renewal the client saw twelve months of inspection logs and supervisor calls. That ended the price talk.”
Sample team scenario
A made-up scenario about Security Guarding and Facility Management CRM, not a customer testimonial
All Leads
Security Guarding and Facility Management CRM: every lead with its source, status and owner
In the Product
Imagine renewal day with a year of proof ready.
To a decision.
With photos.
Not rushed.
Platform Integrity
From send to decision
With photos
Logged
Renewal reminders
At a Glance
What changes between contract and renewal.
Proposals
Tracked by site and post with follow-ups
Paper Reports and Calls: Sent and forgotten
Inspections
Dated logs with photos
Paper Reports and Calls: Paper filed at the office
Supervisor calls
Logged with what was raised
Paper Reports and Calls: Remembered
Contracts
Term, billing and renewal date stored
Paper Reports and Calls: A folder
Renewal
Reminder months ahead
Paper Reports and Calls: Discovered at expiry
Book a walkthrough of Security Guarding and Facility Management CRM. We set up a sandbox so you can try Proposal tracking, Site inspection logs and Supervisor calls before you commit.
Live Interface Tour
The screens below belong to Security Guarding and Facility Management CRM: All Leads, Lead Pipeline and Sales Dashboard, all from the product.
Agreements
Security Guarding and Facility Management CRM: sites, supervisors and contracts on one record
Feature Breakdown
4 screens from the live product that show Security Guarding and Facility Management CRM at work.
Site-wise proposals.
How it fits the plan
Propose. Send a site-wise proposal and track it.
Win. Record the contract term and billing.
Practical tip
Share a monthly summary of inspection logs with the client. A client who sees the work does not shop around at renewal.
Service contracts.
In real life
New tender
Proposals are tracked to the end.
Supervisor calls.
Watch out for
Treating renewal as a billing event rather than a conversation.
Renewal reminders.
Before you start
Execution Plan
Send a site-wise proposal and track it.
Record the contract term and billing.
Log each site visit with findings and photos.
Start the renewal conversation early.
Practical Guide
Before you start
A tip that helps
Share a monthly summary of inspection logs with the client. A client who sees the work does not shop around at renewal.
A common mistake
Treating renewal as a billing event rather than a conversation.
Availability: What Security Guarding and Facility Management CRM covers can depend on your plan and setup. Please confirm with our team which parts are live for your account, and any prerequisites, before you plan around it.
In Real Life
Scenario 01
Proposals are tracked to the end.
Scenario 02
The log shows what was done.
Scenario 03
Clients see the evidence.
Straight answers about Security Guarding and Facility Management CRM, from setup to what happens next.
Have a question about Security Guarding and Facility Management CRM?
Book a free callYes, by site, posts and price, with follow-ups.
Yes, with date, findings and photos.
Yes, with what was raised.
Yes, ahead of the contract end date.
A CRM for guarding and facility services: commercial security proposals, guard site inspection logs, supervisor calls and recurring service contracts.
It runs in 4 steps: Propose, Win, Inspect and Renew. Send a site-wise proposal and track it.
The real screens on this page include All Leads, Lead Pipeline, Sales Dashboard and Proposals, all captured from the product.
Request a demo and ask to see Security Guarding and Facility Management CRM. Our team can also walk you through setup, so your first session ends with something working.
We will walk you through Security Guarding and Facility Management CRM, from Proposal tracking, Site inspection logs and Supervisor calls, on sample data shaped like yours.
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